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Canadian advisors now have access to affordable solutions
Membership plans
Please note: Contracts are not suitable for advisors located in Quebec. Click here for USA products and pricing.
Annual Renewal: Our Membership Plans and Contracts are designed as annual subscriptions, ensuring you always have the most up-to-date, legally sound documents and resources at your fingertips. Regardless of the payment plan chosen, your subscription will automatically renew each year for a 12-month term, providing continuous access without interruptions. This ensures you’re always protected and compliant with the latest legal updates.
Single-User License: Each subscription—whether for Membership Plans or contracts—is tied to a single user. This means it’s specifically tailored for your individual use and not transferable or shareable. This single-user license approach ensures that each user benefits from a personalized and secure experience. Platinum Plans include 5 user seats. Additional user seats may be purchased.
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